BKM Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
96,263
-2,096
| -2% | -$231K | 4.14% | 4 |
|
|
2025
Q1 | $9.13M | Sell |
98,359
-3,262
| -3% | -$303K | 3.76% | 5 |
|
|
2024
Q4 | $10.3M | Sell |
101,621
-2,007
| -2% | -$204K | 4.23% | 4 |
|
|
2024
Q3 | $9.92M | Sell |
103,628
-2,673
| -3% | -$256K | 4.03% | 5 |
|
|
2024
Q2 | $9.84M | Buy |
106,301
+1,526
| +1% | +$141K | 4.73% | 2 |
|
|
2024
Q1 | $8.85M | Buy |
104,775
+2,375
| +2% | +$201K | 3.8% | 4 |
|
|
2023
Q4 | $7.69M | Buy |
+102,400
| New | +$7.69M | 3.28% | 6 |
|